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Scorecard Perfection...EOS Style!


Here’s comprehensive outline of things to consider when developing YOUR company’s perfect #EOS Scorecard, to gain more #traction on your success.

Guiding Principles

  • Using the basic EOS Scorecard template, with WHO, Goal, and 13-week rolling works nearly 100% of the time.

  • Ask: What goals do you need to hit weekly to drive your business?

  • The 13-week trend has information that can be more valuable than hitting the weekly goal.

  • Numbers are leading, rather than lagging indicators

  • Look at percentages, top line sums if that helps represent a department.

  • When off track, make sure it is put on the Issues List.

  • A great leadership team scorecard is supported by equally great departmental scorecards that cascade up into it.

Pitfalls to Avoid

  • Do include numbers you can track and measure, not ones you wish you could. (it happens)

  • Too many numbers on one area means you have an issue (wrong person, lack of process) in that area.

  • Go for measurement of progress over perfection (the 13-week trend helps here).

  • Whenever possible, measure goals weekly (52 annual check-ins of your business) over monthly (12 annual check-ins of that metric) or quarterly (only 4 annual reviews of that metric).

  • Don’t set it and forget it. Some key metrics should evolve as your company grows, and as you solve issues.

Timing/Integration

  • A good scorecard may take 12 months to evolve into something you love and rely upon.

  • A good scorecard may require a software integration or upgrade into a tracking/CRM system. Invest in that, and make sure it's the ONLY rock the person does that quarter!

End result

  • A great Level 10 scorecard allows you to monitor your business, no matter what (finally, that 2-week vacation!).

  • In addition to improving your data management, great scorecard numbers should serve to empower those on your leadership team – and drive greater accountability throughout the organization.

Wishing you successful metrics.

Serving national and international clients

from San Diego, CA, USA

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